Difference between revisions of "Picklist"

Revision as of 21:07, 23 January 2012

A picklist is a type of field that can contain a list of values. A picklist appears as a drop-down list of values when using a Form to add a record to an object.

Users that have the Customize Objects permission can add, edit or delete picklists

Compare to: Global Picklist, Dependent Picklist

Learn more: Working with Picklists

Example Picklists

Agreement: Yes / No
Inspection: Passed / Did not pass
Survey Responses: Very Satisfied / Somewhat Satisfied / Satisfied / Not Satisfied / Not Applicable
List of Items: Fruit / Vegetable / Neither
Genres: Action / Adventure / Comedy / Romance / Documentary / Fantasy / Drama / Western
T-Shirt Size: Extra Small / Small / Medium / Large / Extra Large

@@ Line 3: / Line 3: @@
 {{permissions|Customize Objects|add, edit or delete picklists}}
-:''Compare to [[Global Picklist]]'' and ''[[Dependent Picklist]]''
+:''Compare to:'' [[Global Picklist]], [[Dependent Picklist]]
+:''Learn more:'' [[Working with Picklists]]
 ==Example Picklists==
@@ Line 11: / Line 12: @@
 :;List of Items:Fruit / Vegetable / Neither
 :;Genres:Action / Adventure / Comedy / Romance / Documentary / Fantasy / Drama / Western
 :;T-Shirt Size: Extra Small / Small / Medium / Large / Extra Large
-==Working with a Picklist==
-===Create a Picklist===
-#Click '''Designer > Data > Objects > {object} > Fields'''
-#Click '''[New Field]'''
-#In the Basic Information section, specify the basic characteristics of the field:
-#:'''Label -''' The text that appears as the field name
-#:'''Display Type -''' ''Picklist''
-#:'''Picklist Values -''' For a simple Picklist that displays the same values it returns with no colors or other styling, enter the values here. Otherwise, wait until the Picklist has been created, then [[#Manage and Reorder Values|Manage Values]] (descrbed below) to specify display text, colors, and images, along with the value returned for each selection.
-#:'''Maximum Storage Length -''' The String length of the longest value in the list.
-#:'''Use First Value as Default -''' Otherwise, the field is intially empty.
-#:'''Sort List Alphabetically -''' Otherwise, you manually arrange the order.
-#:'''Always Required -''' A selection must be made when adding or updating a record.
-#:'''Field Name -''' Automatically created by the system (but you can change it here)
-#:
-#In the ''Display Attributes'' section, show where the field is displayed in the default form, and whether or not a selection is required when adding or updating a record.
-#:
-#In the ''Default Value'' section, specify the default value. (In general, the default value will be a simple String. For example: 'rush'.)
-#:
-#In the ''Role Based Permission Control'' section, select a [[Role Based Permission Control]] for each of the roles in the list
-#:
-#In the ''Description Information'' section, include a description of the field and it's use. This information is only visible to users with rights to customize this field.
-#Click '''[Save]'''<br/>The field is added, and the field-definition is shown.
-===Manage and Reorder Values===
-In the page that displays the field definition:
-#Go to the last section of the page, ''Enumerated Values''.
-#:[[File:Picklist_EnumeratedValues.png]]
-#Click '''[Manage Values]''' to specify display text, color, images, and grouping labels.
-#:[[File:Picklist_ManageValues.png]]
-#Click '''[Reorder Values]''' to change the order in which they appear.
-#:[[File:Picklist_ReorderValues.png]]
 <noinclude>
 [[Category:Glossary]]
 </noinclude>

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Difference between revisions of "Picklist"

Revision as of 21:07, 23 January 2012

Example Picklists